Interview

Finally, Some Stocks Look Like Bargains

Interview With Bob Olstein, Manager, Olstein All Cap Value Fund

BOB OLSTEIN IS NO STRANGER to Barron's. Over the years, the portfolio manager, who runs the $1.7 billion Olstein All Cap Value Fund (ticker: OFALX), has given us a number of ideas that have worked out well. Bob made his mark as the co-founder of the Quality of Earnings Report, providing early warnings about such fiascoes as the Pen Central bankruptcy. These days, he's partial to financials and big-cap consumer brands that have been beaten down, but whose prospects for free-cash-flow generation are sterling.